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Profiler

HOTLINK

PROFILE FOR COLLABORATIVE CONTEXT

  • While the CMS captures the context in one place for everyone, the profiler makes it collaborative
  • Profile walls with feeds with contributions from everyone
  • Pooling of info, intel and updates

 

ENTITY, INDIVIDUAL OR TOPIC PROFILING

  • Generic profiler module (with fixed fields) for capturing any type of profile information
  • Entity (customer, vendor, channel partner) profiling through the profiler module
  • Individual (user, buyer) profiling through the Profiler module

 

ALL IN ONE PLACE

  • Profile all relevant facts in one place
  • Standardized profile format aids quicker and better grasp
  • Map relevant milestones to capture what matters

 

RELATED NETWORK

  • Link profiles with other profiles to map associations and affiliations
  • Builds deeper context into business networks

 

FOLLOW

  • Capture and share updates on the profile by adding to the feeds
  • This builds a shared workplace for teams to get updates on all customers
  • Daily check on latest posts helps keep everyone up-to-date on new developments

 

TRANSLATE LIVE CONTEXT INTO BETTER RELATABILITY

  • See all info and updates in one place
  • Pre-meeting context and refresher on helps build threads
  • Instead of keeping discussions at high-level due to paucity of time, which for many appears distant and indifferent - refer to the profiles for deep touch
  • With live context, meetings become more productive and enables everyone to be more effective

 

ILLUSTRATIVE USE CASES

  • Customer profiler
  • Vendor profiler
  • Dealer profiler
  • Market profiler
  • Strategy profiler
  • Employee profiler
  • Many more